Regulatory Reform, Travel Tips & Staff Update
Dear Friends and Family, “Liberty is the right to choose. Freedom is the result of the right choice.” Happy 4th of July to all! The Restoring American Financial Stability Act…
Market Sentiment, Web Portal, and Housing Updates
Dear Friends and Family, In the first 4 months of 2010, 1.7 million jobs were created. The U.S. economy had lost 8.4 million jobs during the recession. At this rate,…
Tech Trends, Portfolio Upgrades & Client Portal Preview
Dear Friends and Family, We thought it would be of interest, given our AT&T and Verizon recommendations, to take a look at some of tomorrow’s cell phone technology. Your cell…
Tax Breaks, Health Care Reform & Market Perspective
Dear Friends and Family, We would like to share this quote from Warren Buffett which appeared in his annual letter to shareholders: “We’ve put a lot of money to work…
Alexandria Expansion, Tax Reminders & Credit Card Protections
Dear Friends and Family, Katz Family Financial Advisors are delighted to announce that we have expanded to open a new office in Alexandria, Virginia. Our new address is 3307 Duke…
Tax Season Updates & Roth IRA Reminders
Dear Friends & Family, How are your New Year’s resolutions coming along? Oscar Wilde once said, “Good resolutions are simply checks that men draw on a bank where they have…
Starting Strong: 2010 Financial Planning Checklist
Dear Friends & Family, Happy New Year! To start things off right and manage your family’s financial health, here are some things to consider and discuss with us at any…
Year-End Moves & Roth Preview
Dear Friends and Family, “If I could wish a wish for you, it would be for peace and happiness not only now, but for the whole year through.” As the…
Roth IRA Seminars & RMD Tips
Dear Friends and Family, “Gratitude consists of being more aware of what you have, than what you don’t.” — Unknown November is a month of gratitude, and we are thankful…
Roth IRA Changes & Mail Updates
Dear Friends and Family, For most of the United States, we 'Fall back' on November 1st, 2009 — and it’s time to fall back into our routines. Make plans now…
College Planning & Economic Signs
Dear Friends and Family, It’s back to school time, for our clients too! Below are our next seminar dates and topics, in both the Bethesda and Issaquah locations. We hope…
Market Recovery & Cost Basis Changes
Dear Friends and Family, It’s hard to believe summer is already half over. We’re preparing for fall and hosting two Issaquah seminars. Guests are always welcome—please call to RSVP: September…